401(k) · DOL Form 5500 · 2024

Aaa South Jersey, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
115
Participants Small participant base
59th
Percentile by assets National rank
$102,732
Avg per participant Below avg balance/head
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Official DOL plan name: Aaa South Jersey 401(k) Profit Sharing Plan · Sponsored by Aaa South Jersey, Inc. · New Jersey · Transportation & Warehousing

$12M in assets, 115 participants

Aaa South Jersey, Inc.'s Aaa South Jersey 401(k) Profit Sharing Plan reported $12M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,992 in Transportation & Warehousing (3,299 peers)

Coverage in New Jersey

Aaa South Jersey 401(k) Profit Sharing Plan covers 115 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.

#1,992
in Transportation & Warehousing (3,299 peers)
+9.6%
assets growth YoY

Aaa South Jersey 401(k) Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Aaa South Jersey 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,814,181 Top 41% higher than 59% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Aaa South Jersey 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa South Jersey 401(k) Profit Sharing Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aaa South Jersey 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Aaa South Jersey 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Aaa South Jersey 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 210399840 · Aaa South Jersey, Inc. PY 2024 · 401(k)

Aaa South Jersey 401(k) Profit Sharing Plan · $12M · 115 · 59th

  • IND $12M
  • EOY 115
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Ultra Poly Corporation Retirement Savings Plan
  • EIN ind #1992

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in New Jersey →

Aaa South Jersey 401(k) Profit Sharing Plan in the asset neighbourhood

Aaa South Jersey 401(k) Profit Sharing PlanAaa South Jersey 401(k) Prof…$12MUltra Poly Corporation Retirement Savings PlanUltra Poly Corporation Retir…$12MRalph Brennan Restaurant Group 401(k) Retirement PlanRalph Brennan Restaurant Gro…$12MG&a Strategy and Design LLC 401(k) PlanG&a Strategy and Design LLC …$12MThe Davlyn Group 401(k) Pension PlanThe Davlyn Group 401(k) Pens…$12M
End-of-year total assets ($M) among Aaa South Jersey 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN210399840
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa South Jersey, Inc.)

Sponsor-wide plan assets over time

All Aaa South Jersey, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 32.551645151196205% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.91M $11.8M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 101 $9M
2023 1 108 $11M
2024 1 115 $12M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aaa South Jersey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Aaa South Jersey 401(k) Profit Sharing Plan, Total assets ($B): 0.011814181 · Participants: 115Aaa South Jersey 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Aaa South Jersey 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Aaa South Jersey 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aaa South Jersey 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ultra Poly Corporation Retirement Savings Plan in PA ($12M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aaa South Jersey 401(k) Profit Sharing Plan assets move in 2024? ▼
Aaa South Jersey 401(k) Profit Sharing Plan grew at a solid clip - up 9.6% during 2024, from $11M to $12M. Reported net income was $1M.
How have Aaa South Jersey, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa South Jersey, Inc.'s sponsor-wide assets grew 32.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Aaa South Jersey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ultra Poly Corporation Retirement Savings Plan in PA ($12M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Aaa South Jersey 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210399840.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.